Creating Sub-KPIs and Indicators
15

Note: Before setting up specific Sub-KPIs, create a
simple table to ensure their functionality. Select the "Table" chart
from the Visualizations pane and add "Department" and "Left". This setup
allows for interaction; sub-KPIs will become visible when a department
is selected, demonstrating their activation based on user selection.
1. Sub-KPI for Total Employees:
Left Sub-KPI:
- Begin
by selecting the "Card" visual from the Visualizations pane. Adjust its
size to 42x58 and place it in the bottom left corner of the 'Total
Employees' main KPI.
- Assign ‘L_Sub KPI_EmployeesTotal’ as the
value, displaying the percentage of employees within the selected
category, providing specific insights.
- Ensure the card's
background and visual border are turned off to blend seamlessly with the
overall dashboard while maintaining data focus.
- Set the Callout
Value using DIN font, size 19, and color #12239E to enhance readability
and maintain consistency with the Main KPI.
- Disable the category label to keep the display focused and clear, emphasizing the critical data point.
2. Sub-KPIs for Attrition Rate:
Left Sub-KPI for Attrition Rate:
- Begin
by copying the previously created Left Sub-KPI for Total Employees.
Paste this copy in the corner of the Attrition Rate main KPI card to
utilize it as a template.
- In the copied card, uncheck the last
value field and instead, for the value, select ‘L_Sub KPI_Attrition’.
This KPI is designed to display the overall attrition rate without being
affected by any selection filters; it will only appear when a category
is selected, showing an unfiltered, overall value.
- Adjust the
color of the Callout Value to match the main Attrition Rate KPI, using
the hex code #C5A00C, to maintain consistency in visual coding across
the dashboard.
- Ensure that the value is displayed as a
percentage. If it isn't, navigate to the measure tools for the left
sub-KPI measure, and format the data as a percentage. Set decimal places
to zero for a clear, concise representation.
Right Sub-KPI for Attrition Rate:
- Copy the previously configured Left Sub-KPI for Attrition Rate to maintain formatting and visualization consistency.
- Paste this copied card in the right corner of the Attrition Rate main KPI card to set it as the Right Sub-KPI.
- Change
the data value to ‘R_Sub KPI_Attrition’. This KPI is designed to
display the relative change in percentage between the main KPI (which
varies according to selection) and the Left Sub-KPI (which shows the
unfiltered attrition rate).
Indicator Sub-KPI for Attrition Rate:
- Start by copying the Right Sub-KPI for Attrition Rate as this will maintain the consistency in size and positioning.
- Paste this copied KPI into the right top corner of the Attrition Rate main KPI card to establish it as the Indicator Sub-KPI.
- Update
the data value to ‘Ind Attrition’, which is designed to serve as an
indicator that dynamically reflects changes in attrition rates.
- For the indicator’s visual aspect, navigate to the Callout Value section and apply conditional formatting:
- Set the formatting style to 'Rules'.
- In the field 'What field should we base this on?', select ‘R_Sub KPI_Attrition’.
- Create the rules for color changes:
- If
the value is greater than zero and less than or equal to max, set the
color to red. This indicates that the attrition rate has increased
compared to the unfiltered average.
- Add a new rule: if the value
is greater than or equal to min and less than zero, then set the color
to green. This indicates a reduction in the attrition rate compared to
the average, which is typically a positive outcome.
- Confirm
the settings by clicking OK and then make different selections on your
dashboard to check the Indicator Sub-KPI’s functionality. The indicator
should display a red arrow up for positive changes (increases in
attrition rate) and a green indicator for negative changes (reductions
in attrition rate).
3. Sub-KPIs for Avg Satisfaction:
Left Sub-KPI for Avg Satisfaction:
Copy the last created Sub-KPI template, changing the value to ‘L_Sub
KPI_Satisfaction’. This Sub-KPI represents the unfiltered Avg
Satisfaction percentage and becomes visible upon any selection. Adjust
the color to #4AC7B0 to align with the main Avg Satisfaction KPI.
Right Sub-KPI for Avg Satisfaction:
Replicate the template from the previously created Sub-KPIs, updating
the value to ‘R_Sub KPI_Satisfaction’. This right KPI reflects the
differential percentage between the main KPI and the left, unfiltered
KPI. Set the color to #4AC7B0 for consistency with the main satisfaction
KPI.
Indicator Sub-KPI for Avg Satisfaction:
Utilize the previous indicator template, altering the value to
‘IND_KPI_Satisfaction’. For the conditional coloring: In "What field
should we base this on?", select ‘R_Sub KPI_Satisfaction’. Adjust the
rules so a positive change (increase) shows in green and a decrease
appears in red, reversing the color order from the previous Attrition
Rate indicators.
4. Sub-KPIs for Avg Tenure:
Left Sub-KPI for Avg Tenure:
Follow the same method as before, copying an existing Sub-KPI template.
Update the metric to reflect the unfiltered Avg Tenure percentage.
Adjust the visual color to maintain consistency with the main Avg Tenure
KPI.
Right Sub-KPI for Avg Tenure: Copy
and update from the previous right Sub-KPI template. Set the value to
correspond to the right Avg Tenure KPI, reflecting the relative change
compared to the unfiltered rate. The color should match the main Avg
Tenure KPI.
Indicator Sub-KPI for Avg Tenure:
Replicate the previous indicator setup. Update the metric and adjust
conditional formatting to display a positive change as green and a
negative change as red, aligning with common indicator practices.
5. Sub-KPIs for Avg Monthly Hours:
Left Sub-KPI for Avg Monthly Hours:
Utilize the same creation method, copying a suitable Sub-KPI template.
Change the metric to match the unfiltered Avg Monthly Hours. Ensure
color consistency with the main Avg Monthly Hours KPI.
Right Sub-KPI for Avg Monthly Hours:
Copy the appropriate template for the right Sub-KPI. Update the metric
reflecting the relative % change compared to the unfiltered data and
maintain color consistency with the main KPI.
Indicator Sub-KPI for Avg Monthly Hours:
Use the established indicator template, updating relevant metrics. For
conditional coloring, reverse the usual order: designate a positive
(increase) change as red and a negative (decrease) change as green.
Note:
All the above steps pertain to the historical section of the dashboard.
Repeat the same steps for creating Sub-KPIs and Indicators within the
predictive section, ensuring consistency across both analytical views.
Remember:
Utilize the Selection Pane and the Bookmarks Pane to effectively manage
the visibility of Sub-KPIs and Indicators. For each section (historical
and predictive), appropriately hide and unhide these elements as needed
to maintain a clear distinction between the different analytical
contexts within your dashboard.



How to Use Kpi in Power BI